Money Matters with Deb & Laurie
We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams. At Global View Capital, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals. We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor. To remain objective in an industry that has been dominated by conflicts of interest requires a different business model. By leveraging technology we can increase advisor and client intimacy that complement the traditional face-to-face interactions, providing advice when, where, and how you want it. By delivering a better framework for wealth management in one ecosystem, the client/advisor relations remain paramount and naturally evolve to a fiduciary standard of care. We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams.
Episodes
In this conversation, Laurie Hancock and Deb Christiansen discuss the importance of adapting retirement income strategies in light of long-term care events. They emphasize the need for careful planning around required minimum distributions (RMDs), tax implications, and the necessity of having a comprehensive income plan that includes emergency savings and income layering. The discussion also contrasts AAA rated retirement plans wit...
In this episode, the hosts discuss the essential elements of retirement planning, emphasizing the importance of health and financial stability. They break down retirement into phases: the active 'go-go' years, the slower 'slow-go' years, and the more sedentary 'no-go' years, each with unique financial and health considerations. The conversation also covers strategies for generating reliable retirement income, managing healthcare co...
In this episode, Laurie Hancock and Deb Christensen discuss essential strategies for retirement planning amidst market volatility. They emphasize the importance of working longer, adding guaranteed income, adjusting spending based on market performance, and building a cash buffer. The conversation also delves into long-term care planning, tax implications of withdrawals, and the benefits of Roth conversions. The hosts encourage lis...
In this episode, Laurie Hancock and Deb Christiansen discuss the current economic climate and its implications for retirees. They provide insights into navigating market volatility, the importance of healthcare planning, and the complexities of estate planning. The conversation shifts towards holistic retirement planning, emphasizing the integration of financial and non-financial goals to create a fulfilling retirement experience. ...
In this episode, Laurie Hancock and Deb Christiansen discuss essential strategies for retirement planning amidst rising costs and market uncertainty. They emphasize the importance of reassessing retirement income plans, managing portfolio risk, and the resurgence of annuities as a reliable income source. The conversation also highlights the evolving role of employers in supporting employees' retirement readiness and concludes with ...
In this episode, Laurie Hancock and Deb Christensen discuss the pressing financial concerns facing retirees and pre-retirees, including market volatility, tariffs, and the importance of having a solid financial plan. They emphasize the emotional aspect of money, the need for guaranteed income, and strategies for maximizing savings and investments. The conversation also covers the significance of diversification, staying informed ab...
In this episode, Laurie Hancock and Gary Nolan discuss the implications of tariffs and trade wars on retirement planning. They explore how these economic factors can affect market volatility, retirement income, and investment strategies. The conversation emphasizes the importance of reassessing risk, diversifying investments, and maintaining a solid financial plan as one approaches retirement. The hosts also highlight the potential...
In this conversation, Laurie Hancock and Deb Christianson discuss the implications of tariffs on retirement planning, emphasizing the importance of understanding market volatility and inflation. They highlight strategies for managing investments during uncertain economic times, including the need for guaranteed income and diversification. The discussion also touches on the potential for recession and its impact on retirees, urging ...
In this episode of Money Matters, hosts Laurie Hancock and Deb Christensen discuss essential strategies for defending wealth, managing debt, and planning for retirement. They emphasize the importance of having a comprehensive financial plan that includes insurance, estate planning, and strategies to combat inflation. The conversation also touches on the evolving nature of retirement, the benefits of continued work, and the signific...
In this episode, the hosts discuss essential strategies for navigating retirement challenges, emphasizing the importance of financial stability, budgeting, and investment diversification. They explore practical steps to reassess budgets, cut unnecessary expenses, and prepare for emergencies. The conversation also highlights the significance of building a legacy and enjoying retirement through careful planning and consistent saving....
In this episode of Money Matters, hosts Laurie Hancock and Deb Christensen discuss critical financial topics affecting retirees and pre-retirees. They cover the impact of tariffs and trade wars, the global economic slowdown, energy price fluctuations, and Federal Reserve policies. The conversation emphasizes the importance of strategic financial planning to manage retirement risks, inflation, and market volatility, providing action...
This conversation delves into the current financial landscape affecting retirement savings, focusing on inflation, tariffs, and generational differences in retirement planning. Laurie Hancock and Deb Christensen provide insights on how retirees can navigate these challenges and the importance of having a solid financial plan in place. In this episode, Laurie Hancock and Gary Nolan discuss essential topics in financial planning, inc...
This conversation focuses on the unique challenges and opportunities for retirees in 2025, emphasizing the importance of early planning, evolving income solutions, and the need to address healthcare costs and inflation. The speakers discuss various strategies for managing retirement income, including tax credits, flexible withdrawal strategies, and the significance of a comprehensive financial plan. They also highlight the importan...
In this conversation, Laurie Hancock and Deb Christianson discuss essential steps for replacing your paycheck in retirement. They emphasize the importance of calculating retirement expenses, assessing savings, and developing a withdrawal strategy. The hosts also decode common money rules, providing insights on how to manage finances effectively as one approaches retirement. They highlight the need for a comprehensive financial plan...
This conversation explores the impact of tariffs on retirees, discussing how rising costs and inflation can affect fixed incomes. The hosts delve into the good, bad, and ugly aspects of tariffs, emphasizing the importance of financial planning to mitigate risks. They also discuss the connection between love and money, highlighting how financial issues can affect relationships and the importance of communication in financial plannin...
In this episode of Money Matters, Deb and Laurie discuss the financial strategies that wealthy individuals employ to secure their retirement. They emphasize the importance of starting early, maximizing tax advantages, diversifying investments, and automating income streams. The conversation also covers the benefits of fixed indexed annuities (FIAs) as a tool for retirement income, highlighting their protection against market downtu...
In this episode, Deb and Laurie challenge the conventional wisdom surrounding 401k plans and explore alternative strategies for retirement savings. They discuss the implications of 401k contributions on social security benefits, the limitations of the traditional 4% withdrawal rule, and share valuable lessons from the Rothschild family on wealth management. The conversation emphasizes the importance of diversification, leveraging r...
In this episode, the hosts explore the intersection of AI and retirement planning, discussing various investment strategies, including target date funds, 60-40 stock-bond portfolios, index funds, and income-focused investing. They emphasize the importance of personalized financial planning and the emerging trends in retirement solutions, including the role of AI and the expansion of 401k auto features. The conversation also touches...
In this episode, Laurie Hancock and Deb Christensen discuss essential financial planning tips for the new year, focusing on tracking expenses, establishing a retirement paycheck, and balancing risk and income. They also highlight the importance of learning from financial mistakes, using Al Pacino's experience as a cautionary tale. In this episode of Money Matters, Gary Nolan, Laurie Hancock, and Deb Christensen discuss essential st...
In this conversation, Laurie Hancock and Gary Nolan discuss the essential principles of investing and financial planning. They emphasize the importance of understanding compounding interest, diversification, and the risk-reward trade-off. The discussion also covers effective portfolio management strategies, where to park retirement money, and the significance of creating a comprehensive financial plan to ensure a secur...
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